Our Team

Managing Member CLU®,ChFC®,RICP®
Conferred by The American College

Larry A. Dietz

Chartered Life Underwriter®

Chartered Financial Consultant®

Retirement Income Certified Professional®

Larry has been assisting families, business owners, and professionals since 1978 with a focus on integrating their financial resources to be at the service of their lives. An alumnus of The University at Albany (NY), he earned the CLU®, the ChFC®, and the RICP® designations from the American College.

Having a lifetime commitment to volunteerism and the community. he served on the Board of Directors of United Health Services for many years, three as its president. A dedicated lifetime leader of the Boy Scouts of America and an Eagle Scout, he has served youth for decades in numerous volunteer and professional capacities.

He and his wife, Petra, live in South Bend, IN and are active in a wide range of outdoor activities.

Business Growth Strategist

Michael Sur

Born and raised in Northwest IN, Mike now resides in Valparaiso, IN with his wife, Jennifer, and their three children, Abby, Charlie, and Braden. Mike is a 1994 graduate of Indiana University, Bloomington, and in 1995 he joined the family business, Paul Sur Pontiac of Merrillville, IN. He worked in various positions and gained a comprehensive business foundation. He attended NADA Graduate School for Auto Dealers and purchased the family business between 1999 – 2004, becoming the Dealer Principal at age 32 in 2004.

For the next 20 years he led his company through many challenging times, including the transition from Pontiac to Buick/GMC, the 2008 Great Recession and 2009 GM bankruptcy, and the 2020 – 2021 pandemic. In 2023 he executed a successful business exit plan with the assistance of DNFM and sold his dealership and its subsidiaries. Joining DNFM is a natural progression for Mike to use his business acumen and personal experience to be a guide for others who wish to emulate his experience using the DNFM process.

Company Outreach Specialist

Mikaela Geller

Mikaela Geller was born and raised in South Bend, Indiana. She became a highly accomplished Company Dancer for Southold Dance Theater, and after high school graduation she moved to New York and Los Angeles where she established a professional career in dance and modeling. Mikaela now leverages the discipline and marketing skills she gained from her performing arts background to enhance DNFM’s outreach experience and ensure effective client engagement. Mikaela is responsible for strategic marketing initiatives. She is life insurance licensed and holds the Retirement Plan Fundamentals Certificate (RPF).
Mikaela currently works remote from Indianapolis where she resides with her husband and three dogs.

Insurance & Investment Administration Specialist

Angela Paton

Angela started her career in the Insurance and Financial Services sector in 1987. She has successfully managed the offices of independent advisors and senior insurance executives in South Africa and the United Kingdom. Angela is also an experienced entrepreneur. In South Africa, she successfully founded a women’s fashion boutique business focused on empowering women. Her efforts enabled women across Southern Africa to start their own businesses modeled on Angela’s concept and supported by her head office team.

Having moved to the USA in March 2020, Angela joined DNFM and is responsible for insurance and investment administration services.
She is excited to be part of the DNFM team and enjoys the sense of accomplishment her role brings her.